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Women: Make a Financial Plan — the Secret of Your Success
Financial planning is more than just a good idea. Research has consistently shown that people who have financial plans — and who…
Bring Charitable Giving Into Your Estate Plan
In addition to the altruistic and goodwill benefits any charitable contribution brings, it can also have significant tax advantages. When deciding your…
Is a High-Deductible Plan Right for You?
“Save thousands on health insurance.” “Cut your premiums in half.” We’ve all seen the ads for high-deductible health plans (HDHPs), touting their…
Are You Financially Fit?
If you don’t have a financial plan, that question may be hard to answer. To achieve financial wellness, you need to define…
The Charitable IRA Transfer
If you are age 70½ or older and charitably minded, you may wish to consider tapping your individual retirement account (IRA). The…
Taxable vs. Tax-Advantaged: Where to Hold Investments
When investing for retirement or other long-term goals, people usually prefer tax-advantaged accounts, such as IRAs, 401(k)s or 403(b)s. Certain assets are…
Charitable IRA Rollover Eases Tax Pain of RMDs
One downside of contributing to a traditional IRA is that, once you reach age 70½, you must begin taking required minimum distributions…
Protect Your Assets With a Trust
Contrary to what many people think, trusts are not reserved only for the wealthy. The truth is, people from all walks of…
Income Inequality and Its Impact on Women’s Retirement
Here are the facts. Generally speaking, women earn less than men, live longer than men, and often take time out of the…